See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $182,190 | $117,983+54.4% | $101,794+79.0% | $142,382+28.0% |
| Participation rate | 33.3% | 74.2%-40.9pp | 69.2%-35.9pp | 80.1%-46.8pp |
| Annual return | 15.10% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-202.0pp |
| Employer contribution / active EE | $1,000 | $2,773-63.9% | $2,289-56.3% | $4,299-76.7% |
| Participant deferral / active EE | $2,000 | $4,714-57.6% | $4,084-51.0% | $6,507-69.3% |
| Admin fee / account holder | $4,875 | $10,433-53.3% | $8,777-44.5% | $12,624-61.4% |